Get QuickBooks Working For You, Not Against You
If QuickBooks feels overwhelming or messy, you do not need to figure it out alone. We will set up your file with a clean foundation and teach you how to use it with confidence.
The goal is not just software. It is a system.
QuickBooks is powerful, but it is also easy to set up incorrectly. A messy foundation leads to confusing reports, missed deductions, and extra cleanup later. I help you build a QuickBooks file that matches how your business actually runs, then I show you how to keep it consistent.
QuickBooks Advisory Sessions
Starting at $75 per hour
If you manage your own books in QuickBooks but want professional guidance along the way, QuickBooks Consultation Services give you direct access to expert support without committing to full-service bookkeeping. This is a flexible option for business owners who want clarity, confidence, and answers when questions come up.
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Consultations are available as scheduled one-on-one calls or email-based support, depending on how you prefer to work. Call sessions are focused and collaborative, often using screen sharing to walk through questions in real time. Email support allows you to send questions as they arise and receive clear, professional guidance within a defined response window.
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→ One live, one-on-one QuickBooks consultation session or email-based support, depending on your selected option
→ Guidance tailored to your business and the questions you need answered
→ Review of your QuickBooks setup, transactions, or reports as needed
→ Troubleshooting and clarification on specific QuickBooks issues
→ Best practices for using QuickBooks confidently day to day
→ Time for questions specific to your business -
→ Ongoing monthly bookkeeping or account maintenance
→ Transaction entry or categorization completed on your behalf
→ Bank or credit card reconciliations performed for you
→ Catch-up or clean-up bookkeeping services
→ Payroll processing or payroll setup
→ Tax preparation or filing services
QuickBooks Set-Up Services
Starting at $200
QuickBooks Online is only as powerful as the foundation it is built on. A proper setup includes a customized chart of accounts, connected bank feeds, and a system structured around the way your business actually operates. When it is built correctly from the start, your reports are reliable, your records are clean, and your bookkeeping works for you instead of against you. Oak and Ledger handles the setup so you can move forward with confidence and clarity from day one.
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Your setup includes a customized chart of accounts built around your specific business, bank and credit card feed connections, opening balance entry, and a walkthrough so you understand how your file is organized. You will leave with a clean, structured QuickBooks Online file that is ready for accurate bookkeeping from day one.
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Your setup includes a customized chart of accounts built around your specific business, bank and credit card feed connections, opening balance entry, and a walkthrough so you understand how your file is organized. You will leave with a clean, structured QuickBooks Online file that is ready for accurate bookkeeping from day one.
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This service does not include ongoing bookkeeping, transaction categorization, or historical cleanup of past months. It also does not include payroll setup, tax filing, or training on how to use QuickBooks Online. If you need catch-up bookkeeping, software training, or ongoing monthly support after your setup is complete, Oak and Ledger offers all of these as separate services.
QuickBooks Training
Starting at $250
QuickBooks Training is designed for business owners who want to understand QuickBooks Desktop or Online and feel confident using the system on their own. Sessions are one on one and focused on clarity, whether you are learning the basics or applying QuickBooks to your specific business workflow.
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QuickBooks Online Fundamentals Training - $250
Focused on learning the basics of QuickBooks Online, including how to navigate the system, understand where information lives, and complete common tasks. This option is ideal if you are new to QuickBooks or want a guided walkthrough of the platform itself.QuickBooks Online Customized Workflow Training - $350
Tailored to your business based on your intake form, including how QuickBooks connects to your existing tools such as point of sale systems, invoicing platforms, or payment processors. This option is ideal if you want QuickBooks aligned with how your business actually operates. -
→ One live, one on one QuickBooks training session
→ Guidance tailored to your selected training option
→ Review of key reports and financial insights
→ Best practices for daily, weekly, and monthly QuickBooks use
→ A simple, repeatable monthly bookkeeping checklist
→ Time for questions specific to your business -
→ QuickBooks setup or restructuring
→ Cleanup or catch up bookkeeping
→ Bank or credit card reconciliations
→ Payroll or tax filings
→ Ongoing bookkeeping services
QuickBooks Training and Set-Up
Starting at $550
This service is designed to build a clean, reliable QuickBooks Online system from the ground up so your financial data is organized, accurate, and ready to support your business decisions. We configure your account using best practices, align your Chart of Accounts to your business model, and ensure your core tools and connections are set up correctly from day one.
All set-up packages include a dedicated two hour training session with time built in for live questions, walkthroughs, and workflow guidance, followed by a customized monthly checklist and clear next steps so you know exactly how to maintain your books moving forward.
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Setup Essentials - $550
Designed for service based businesses with straightforward operations who need a clean QuickBooks setup and clear training without added complexity.Setup Plus - $750
Ideal for growing businesses that need payroll, bill pay, automation, and more customization to support multiple revenue streams.Setup Premium - $950
Built for businesses using external platforms such as payroll or point of sale systems that require careful integration, mapping, and validation. -
→ QuickBooks Online company and settings configuration
→ Industry based, easy to follow Chart of Accounts
→ Bank and credit card connection guidance
→ Invoicing and sales receipt setup
→ Core reporting structure
→ Two hour live, one on one QuickBooks training session with Q&AAdditional inclusions by training option
Setup Essentials
→ Customer and vendor list setup
→ QuickBooks Payments configuration
→ Basic sales tax setup if applicableSetup Plus
→ Everything included in Setup Essentials
→ QuickBooks Bill Pay setup
→ QuickBooks Payroll setup and connection if applicable
→ More customized Chart of Accounts based on your revenue streams and expense structure
→ Product and service item setup
→ Recurring transactions and automation rules
→ Enhanced reporting categories and trackingSetup Premium
→ Everything included in Setup Plus
→ Connection and mapping of up to two external platforms such as payroll or point of sale systems
→ Chart of Accounts structured to support integrated systems
→ Payroll, POS, and processing fee mapping
→ Testing and validation of data flow
→ Integration workflow documentation -
→ Ongoing monthly bookkeeping or account maintenance
→ Historical cleanup or catch up bookkeeping
→ Reconciliation of prior periodsAdditional exclusions by training option
Setup Essentials
→ QuickBooks Bill Pay
→ Payroll setup or connection
→ Highly customized Chart of Accounts
→ Point of sale systems or third party app integrations
→ External payroll platformsSetup Plus
→ External payroll providers
→ Point of sale systems
→ Third party app integrations outside of QuickBooks native tools
→ Complex inventory systemsSetup Premium
→ More than two external system integrations without an additional fee
→ Custom API development
→ Cleanup of historical data from previously misconfigured integrations
“Jessie was knowledgeable and very helpful with our QB delimas!”
She was able to answer every question in our first session about the entry of credit card charges in DeskTop QB. We plan to schedule her again. Did I mention she was patient as she walked us through the QB maze!”
— Carolyn, Ryder Stanley
Your Books Deserve Stability
Running a business comes with enough moving parts. Your bookkeeping should not be one of them. Whether you need a full training session, or just help with a small problem, Oak and Ledger is here to help.